Filed October 4, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,502 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,462 | $99,016+223.6% | $93,789+241.7% | $66,914+378.9% |
| Participation rate | 87.3% | 82.1%+5.2pp | 81.0%+6.3pp | 69.8%+17.5pp |
| Annual return | -48.98% | -14.59%-34.4pp | -11.33%-37.7pp | 1.58%-50.6pp |
| Employer contribution / active EE | $11,980 | $4,769+151.2% | $4,323+177.2% | $2,544+370.9% |
| Participant deferral / active EE | $12,461 | $6,689+86.3% | $6,094+104.5% | $4,237+194.1% |
| Admin fee / account holder | $281 | $477-41.1% | $7,195-96.1% | $593-52.6% |